HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
PO
INHERIBOXTANCE2806010 TAX r REV-1547 EX AFP (11-14)
_D F iCE OF
HARRISBURG PA
F V,"I L L S
DATE 05-04-2015
?o1S F!^HY 19 Pn 12 21 ESTATE OF STROHM THELMA E
DATE OF DEATH 08-31-2014
CLE:' OF FILE NUMBER 21 14-0873
COUNTY CUMBERLAND
MYERS ORP1i;6"')'F6k9 §:fT1 N ACN 101
137 - - -. 'I- APPEAL DATE: 07-03-2015
SHIPPENSBURG PA 17257-9212 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STROHM THELMA EFILE NO. :21 14-0873 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 279,798.85 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00i tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 126,059.05
6. Jointly Owned Property (Schedule F) (6) 51,591.89
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 457,449.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,799.56
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 9,949.80
11. Total Deductions (11) 29,749.36
12. Net Value of Tax Return (12) 427,700.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 427,700.43
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 427.7nn-4.1; x 045 = 19,246.52
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 19,246.52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-18-2014 CDO19933 789.47 15,000.00
12-23-2014 CD020058 .00 3,457.05
TOTAL TAX PAYMENT 19,246.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUEO),
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.